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CIK: 0001274196
Total reported value
$758.7M
$758.7M
40 檔
40.9%
According to the latest 13F quarterly dataset, Bedrijfstakpensioenfonds Voor De Media Pno managed an equity portfolio of $758.7M at the end of Q4 2024, spanning 40 distinct U.S. exchange-listed positions.
During Q4 2024, Bedrijfstakpensioenfonds Voor De Media Pno's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.70% | +2.79% | -7.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.31% | -0.18% | -5.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | +0.53% | -4.95% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.47% | +0.56% | -2.24% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.39% | +0.21% | -6.93% | |
| 6 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.91% | -0.93% | -10.12% | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 3.21% | +0.26% | -4.56% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 2.78% | -0.61% | -4.83% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.76% | -0.37% | -13.01% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.51% | -0.63% | -11.76% | |
| 11 | SNPS | Synopsys Inc | Stock-Tech | 2.40% | -0.04% | — | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.30% | -0.41% | -6.39% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.29% | -0.96% | — | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 2.29% | -0.40% | -5.72% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 2.28% | +0.45% | — | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 2.25% | +0.85% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 2.02% | -0.42% | -32.91% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 2.00% | -0.41% | -6.04% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.00% | -0.34% | -5.97% | |
| 20 | URI | United Rentals Inc | Stock-Industrials | 1.97% | +0.57% | -14.71% | |
| 21 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.90% | +0.31% | — | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.85% | -0.32% | — | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.81% | -0.37% | — | |
| 24 | MSCI | Msci Inc | Stock-Financials | 1.68% | -0.25% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.63% | -0.09% | — | |
| 26 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.62% | -0.15% | — | |
| 27 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.59% | -0.01% | — | |
| 28 | KLAC | Kla CORP | Stock-Tech | 1.21% | +0.51% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.17% | -1.16% | EXIT | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 1.15% | -0.19% | — | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.10% | -0.41% | — | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.10% | -0.10% | — | |
| 33 | FAST | Fastenal Co | Stock-Industrials | 1.00% | +0.10% | -11.54% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.20% | -12.31% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.95% | -0.16% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.87% | -0.14% | -13.50% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.80% | -0.74% | EXIT | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | -0.01% | — | |
| 39 | DXCM | Dexcom Inc | Stock-Healthcare | 0.71% | -0.68% | EXIT | |
| 40 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.50% | — | — |
According to official SEC Form 13F filings, Bedrijfstakpensioenfonds Voor De Media Pno reported a total U.S. public equity portfolio value of $758.7M across 40 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 40.9% of total reported equity market value during Q4 2024.
During Q4 2024, Bedrijfstakpensioenfonds Voor De Media Pno's top holdings by market value included NVDA (8.7%)、AAPL (8.3%)、MSFT (7.8%). The largest single position, NVDA, represented 8.7% of total portfolio value.
In Q4 2024, Bedrijfstakpensioenfonds Voor De Media Pno made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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